BNY Mellon Investment Funds - Newton Real Return Fund A Sterling IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/01/2025 |
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Annual Returns (GBP) | 31/01/2025 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 31/01 | |
Price Return | -0.85 | 11.62 | 6.14 | 6.38 | -7.82 | 1.36 | 5.94 | 2.65 |
+/- Category | 6.37 | -0.61 | 1.53 | -2.35 | 2.12 | -4.66 | -0.26 | 0.24 |
+/- Category Index | - | - | 0.85 | -1.61 | 1.44 | -7.91 | -2.61 | -0.03 |
% Rank in Category | 27 | 8 | 44 | 69 | 34 | 82 | 59 | 47 |
Trailing Returns (GBP) | 19/02/2025 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.09 | -0.14 | -0.05 |
1 Week | 0.36 | 0.31 | 0.40 |
1 Month | 1.37 | -0.11 | 0.39 |
3 Months | 3.59 | 0.19 | 0.09 |
6 Months | 3.86 | -0.41 | -1.02 |
YTD | 3.04 | 0.00 | -0.05 |
1 Year | 8.37 | -1.21 | -2.69 |
3 Years Annualised | 2.18 | -0.62 | -2.79 |
5 Years Annualised | 2.37 | -0.82 | -2.01 |
10 Years Annualised | 2.76 | -0.56 | -2.66 |
Category: GBP Flexible Allocation | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/01/2025 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.96 | 0.06 | 1.54 | 0.30 |
2023 | -1.56 | -2.07 | 0.16 | 4.97 |
2022 | -4.59 | -2.29 | -4.46 | 3.49 |
2021 | 1.00 | 2.16 | -0.40 | 3.53 |
2020 | -9.48 | 7.75 | 3.32 | 5.32 |
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